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HydroCabron
@
2016 Jun 6, 12:47pm
Please don't.
Picking stocks is a fool's errand. Index funds only.
Strategist
@
2016 Jun 6, 4:49pm
The stock market will take off. Real Estate will take off. Who wants to get rich with me?
95% of my investments are:
Real Estate.
Home builder stocks - ITB
S&P 500
_
@
2016 Jun 6, 5:03pm
Single Company trading
TWTR
( building a position there)
UNXL
MASI
-
HP
- mostly out
ATEN
GPRO ( recently)
Long term portfolio
85% stocks
50% U.S
25% International
10% MASI
10% bonds
5% Reits
Only single stock investment MASI
Flipping overpriced shacks is the only path to wealth.
There's always a sucker buyer.
BayArea
@
2016 Jun 6, 5:26pm
GPRO ( recently)
Logan, thanks for sharing. GPRO is an interesting one. I've wondered if the 82% 1-yr decline is justified. On one hand the company is showing slowing growth and increased competition but on the other hand it's a wildly powerful brand and it's got it's heals already dug into the virtual reality space.
Also, I think you may be a little equity heavy with where the market currently resides...
_
@
2016 Jun 6, 5:35pm
I've wondered if the 82% 1-yr decline is justified.
Yes, it's a hardware company only, at $9 dollars it has value, stop loss $7.25 only looking here for the Pre Holiday day push and the Drone release
That's it BayArea says
Also, I think you may be a little stock heavy with where the market currently resides...
I never ever change the long term portfolio because I add every month to it, recession are the gift of the Gods
85% stocks peak 60% is the low limit if I change anything
Always in, never out, trading accounts different beast all together
BayArea
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2016 Jun 6, 5:38pm
I've also been looking at the drone space...
There is a recent etf that's focused on all things drone, might be worth a look: IFLY (GPRO makes up 3%)
BayArea
@
2016 Jun 6, 5:49pm
95% of my investments are:
Real Estate.
Home builder stocks - ITB
S&P 500
Isn't the old adage, "buy low, sell high"?
_
@
2016 Jun 6, 5:54pm
might be worth a look: IFLY (GPRO makes up 3%)
Push near Christmas they delayed the launch prepping for that... at this point stop loss protects
Only play I see here
BayArea
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2016 Jun 6, 5:56pm
And what are you hoping happens with TWTR?
That was a long steep ride down since Jan '14... I think its speculative platform for commerce isn't likely to be realized
_
@
2016 Jun 6, 5:59pm
And what are you hoping happens with TWTR?
Cash Flow is strong here, $14-17 it's worth a trade
Valuation makes it not cheap market cap wise.. However, bad news has pushed it any lower from the recent lows
That was a awful quarter reported and still couldn't break it down..
No stop loss here though as this one I would pick up more
Love the product but most of the IPO's have been garbage in this cycle
Comments 1 - 12 of 216 Next » Last » Search these comments
Hi guys,
I'm looking over my portfolio this week (both 401K retirement and personal brokerage account) and looking ahead at what to invest in during 2016.
I see that the market correction that we had in late Jan - early Feb '16 is behind us and once again the Dow, Nasdaq, and the S&P500 are near historical high levels. As a result, I'm going to pull some of the money I have here and continue to watch the fed.
I see precious metals (gold, silver, platinum) have been surging since Feb but still significantly below their 1yr and 2yr highs. Depending on where you believe oil is going, some are arguing it's a bargain right now too but oil isn't likely to do much in the short term. Long term treasury bonds had a strong year. Healthcare & Financial sectors haven't performed too well in the past year but Utilities & Telecom sectors have brought modest returns.
I'm interested in getting into a discussion regarding patrick.net's hot picks are for 2016 and where are people are putting their money in terms of market investment today.
Now that Bay Area home prices have surpassed a level that's attractive to most investors, some of us are looking at other investment options.
#investing